Adopt the future of wealth management technology today.
Sit back and relax while we consult, design, and build a digital wealth platform tailored to your specific needs.
We’ve put in the hours and hard work to perfect the technology, so you don’t have to.
We’re the FinTech experts you work with to make your life easier.
Going digital means that your customers’ wealth management systems will be smooth sailing.
Let us do the heavy lifting while you focus on your customers’ needs.
|Coding done by the tenant|
|Customization||Implementation and customization done by the tenant|
|Timeline||Timeline varies by the tenant|
|Features||Non-transactional and non-organizational core Bambu features|
|Target audience||Small and medium financial services, advisors and Fintech|
|Support||Dedicated support for the corporate tier only|
|Customization||Fully customized – User journeys, flows, and full front-end configurations|
|Timeline||A minimum of 6 months to develop|
|Features||Core Bambu features plus customizable functionality|
|Unlimited and customized|
|Target audience||Large, regional and global financial services|
|Support||Operates around the clock, 24/7|
|Zero coding needed|
|Customization||Personalized colors, logo, branding and portfolio management|
|Timeline||4-8 weeks to launch|
|Features||Core Bambu features|
|Upload model portfolios – limited to ETFs only available in Apex Clearing product universe|
|Target audience||Small and medium financial services, advisors, fintech|
|Support||Feature and platform support|
The Need for
Digitalization is a necessity today; however, tech and financial institutions that dominate the market continuously fail to innovate. To keep up with the ever-changing times, the industry needs a fantastic, up-to-date upgrade. 🌟
People push back against what they don’t know. To make the process of change easier, we create a path of least resistance. Bambu is an ecosystem of problem-solvers, driven misfits, creators, and outside-the-box thinkers. It’s a network that challenges the status quo and changes how finance and investment operate.
With our intuitive and intelligent tech designed for the future of digital wealth, we’re here to simplify and improve the financial experience of today’s world. By doing so, we get closer to fulfilling our dream of helping people achieve their financial goals all around the globe, except Antarctica.
Even if you don’t know how our robo-advisors work, partnering with us will give you an edge over your competitors.